Provident funds under personal management
A personally managed provident fund (IRA) is a fund/fund in which the accumulated funds are managed by the saver or personally managed by a licensed portfolio manager or independently. The IRA framework allows savers to enjoy the benefits of saving in a provident fund or a training fund (such as tax benefits ), while having full control over the management of the funds. The member’s funds in the personally managed fund/fund will be invested based on the investment policy determined by the member, the policy will be carried out by a personal portfolio manager in accordance with the member’s requirements and goals, which will provide the saver with maximum control over his savings management policy and mix his assets.
Managing a personal fund in a training fund or provident fund is currently possible for training funds of any status and provident funds in independent status only.
The member’s funds in the personally managed fund/fund will be invested based on the investment policy established by the member, the policy will be carried out by the person the member has authorized to do so on his behalf (mostly, a licensed portfolio manager). The member can replace the person authorized by him at any time.
Prominent benefits for you as a customer
control
Maximum control over the savings management policy and asset mix.
Fast Reply
The ability to respond quickly and adjust the investment policy and asset mix to the state of the markets.
Planning and adjustment of all savings funds while maximizing the possibility of tax benefits.
Rich experience and expertise
Leading professionals with rich experience in the capital market.
Dynamism and flexibility in managing your portfolio.
objectivity
Management services that enable a real choice for you without conflict of interest.
costs
Trading costs are reduced in all financial instruments.
transparency
The case management is done in your account, you receive a regular report on the composition of the case and what is done in it.
Attitude and service
Service and personal attention with each new call, you get a permanent contact person who answers all your needs. As a customer you are part of an investment boutique and not one of many like in large investment houses.
Diverse investment avenues suitable for you.
Risk Management
Dynamic and personal management consisting of stocks, bonds and ETFs in Israel and abroad, according to your character and preferences.
